We understand most people want to ensure that family values and what they have built during their lifetime will be efficiently transferred to those they designate without interference, unnecessary taxes, court costs, or litigation. When we help you plan the transfer of your possessions, we provide a wealth of information and introduce creative options so together we are able to choose the best way to meet your personal, business, and family objectives. Most of all, we seek to promote peace of mind by providing personal professional services in assisting you in the establishment of your estate or business succession plan.

Recent Blog Posts

Twenty years ago, the Roth IRA became available to investors as a financial tool for their estate planning needs. These accounts have maintained their popularity because unlike their traditional IRA counterpart, a Roth IRA provides account owners tax-free income in…

If you’ve decided to sell your own home, it’s critical to understand the legal aspects that come along with the process. At every step of the way there are real estate laws ensuring both the buyer and the seller are…